2015-05-13T10:36:08-05:00 2014-06-30 PricewaterhouseCoopers LLP 2001 MARKET ST SUITE 1700 PHILADELPHIA PA 19103 990 2013-07-01 230469150 CHESTER COUNTY HOSPITAL % KEN FLICKINGER CHES 6104315000 701 E MARSHALL STREET Suite WEST CHESTER PA 19380 Keith Kasper Treasurer 6104315000 2015-05-06 true ANTONIO C RUSSO director P00858539 6104315000 2015-04-30 2013 2016-04-25 22:37:26Z MICHAEL J DUNCAN 701 E MARSHALL ST WEST CHESTER PA 19380 265549977 false X WWW.CCHOSP.COM X 1892 PA DEDICATED, COMMUNITY-BASED HOSPITAL MAINTAINING HIGH QUALITY STANDARDS IN PATIENT CARE. 13 8 2408 400 0 0 10619599 18844484 255068031 232693624 231266 1674510 5482738 12262202 271401634 265474820 4735837 0 0 0 125030025 136408443 0 2274 564528 130253613 114890999 260019475 251301716 11382159 14173104 205401770 226323865 105376683 124287958 100025087 102035907 X THE CHESTER COUNTY HOSPITAL IS A DEDICATED, COMMUNITY-BASED HOSPITAL COMMITTED TO HEALTH PROFESSIONAL EDUCATION AND THE PROVISION OF HIGH QUALITY PATIENT CARE, CONSISTENT WITH THE IDENTIFIABLE HEALTHCARE NEEDS OF THE CHESTER COUNTY AREA RESIDENTS. false false 241187627 0 244951846 THE CHESTER COUNTY HOSPITAL ("CCH") IS A DEDICATED, COMMUNITY-BASED HEALTH CARE ORGANIZATION WHICH ENJOYS INTEGRATED PROVIDER RELATIONSHIPS THAT FOSTER EXCELLENCE IN CLINICAL AND PERSONAL SERVICE. CCH SEEKS TO DEVELOP AND IMPLEMENT PROGRAMS AND SERVICES WHICH ENHANCE THE HEALTH STATUS OF THE COMMUNITY AND STRIVES TO EXCEED THE EXPECTATIONS OF THOSE IT SERVES, MAINTAIN STANDARDS OF THE HIGHEST QUALITY AND PROMOTE A REWARDING WORK ENVIRONMENT. CCH PROVIDES QUALITY MEDICAL HEALTHCARE REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE, OR ABILITY TO PAY. ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATION AND STABILITY OF CCH, IT IS RECOGNIZED THAT NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES AND FURTHER THAT OUR MISSION IS TO SERVE THE COMMUNITY WITH RESPECT TO PROVIDING HEALTHCARE SERVICES AND HEALTHCARE EDUCATION. THEREFORE, IN KEEPING WITH ITS COMMITMENT TO SERVE ALL MEMBERS OF THE COMMUNITY, CCH PROVIDES: - FREE CARE AND/OR SUBSIDIZED CARE, - CARE PROVIDED TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS AT OR BELOW COST, - HEALTH ACTIVITIES AND PROGRAMS TO SUPPORT THE COMMUNITY WHERE THE NEED AND/OR AN INDIVIDUAL'S INABILITY TO PAY COEXISTS. THESE ACTIVITIES INCLUDE WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS, SPECIAL PROGRAMS FOR THE ELDERLY, HANDICAPPED, MEDICALLY UNDERSERVED, AND A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES. EMERGENCY CARE IS PROVIDED 24 HOURS A DAY AND IS ACCESSIBLE TO ALL REGARDLESS OF A PERSON'S ABILITY TO PAY. CCH SERVICES 15,398 INPATIENTS AND PROVIDED MORE THAN 457,000 UNITS OF OUTPATIENT SERVICES DURING THE FISCAL YEAR. UNITS OF OUTPATIENT SERVICES INCLUDE; PRE-NATAL CLINIC VISITS, LAB REGISTRATIONS, RADIOLOGY TESTS, PHYSICAL THERAPY TREATMENTS, EMERGENCY ROOM VISITS AND OTHER ANCILLARY SERVICES. ALSO OBSERVATION PATIENTS OF 1,707 WERE SERVED. CCH PROVIDES CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS AT BELOW COST. RECOGNIZING ITS MISSION TO THE COMMUNITY, SERVICES ARE PROVIDED TO BOTH MEDICARE AND MEDICAID PATIENTS. TO THE EXTENT REIMBURSEMENT IS BELOW COST, CCH RECOGNIZES THESE AMOUNTS AS CHARITY CARE IN MEETING IT'S MISSION TO THE ENTIRE COMMUNITY. CHARITY CARE IS ALSO PROVIDED THROUGH MANY REDUCED PRICE SERVICES AND FREE PROGRAMS OFFERED THROUGHOUT THE YEAR BASED UPON ACTIVITIES AND SERVICES WHICH CCH BELIEVES WILL SERVE A BONA FIDE COMMUNITY HEALTH NEED. THESE INCLUDE: - COMMUNITY HEALTH ACTIVITIES & PROGRAMS REACHING MANY MEMBERS OF THE COMMUNITY WITH A COST OF $1,453,000. - COST TO PROVIDE FREE CARE OF $2,285,000 (INCLUSIVE OF BAD DEBTS). - DURING THE FISCAL YEAR THE COMMUNITY HAS CONTRIBUTED APPROXIMATELY 45,000 HOURS TOWARD THE COMMON PURPOSE OF SERVICING THE HEALTHCARE OF THE COMMUNITY. 241187627 true true false false false false false false false true true false true true true true false true false false false false false false false false true true false false true true false false false false false false false false false false false false false false true true false false false true 266 0 true 2408 true false false false false false true true false false false false false false false false X 13 8 false false true false false false false true true false false true true true true true true true true true true PA X KEN FLICKINGER 6104315662 701 E MARSHALL ST WEST CHESTER PA 19380 WILLIAM W WYLIE JR CHAIRMAN 2.0 2.0 X X 0 0 0 FRANCIS H ABBOTT JR EX-OFFICIO TRUSTEE 1.0 1.0 X 0 0 0 CHARLES J BARR MD TRUSTEE 1.0 1.0 X 0 0 0 DENNIS A BERMAN MD TRUSTEE 40.0 10.0 X 0 620493 7743 JAMES S DENHAM IV TRUSTEE 1.0 1.0 X 0 0 0 DEBORAH A DRISCOLL MD TRUSTEE 40.0 1.0 X 0 907563 33941 STEVE FUKUCHI MD TRUSTEE 1.0 1.0 X 0 0 0 PATRICIA KNECHT PHD TRUSTEE 1.0 1.0 X 0 0 0 KEVIN MAHONEY TRUSTEE 1.0 46.0 X 0 1018441 137543 JOHN J MOLINELLI TRUSTEE 1.0 1.0 X 0 0 0 RALPH MULLER TRUSTEE 1.0 47.0 X 0 2448963 15273 BERT W O'MALLEY JR MD TRUSTEE 39.0 1.0 X 0 1276049 51507 CATHY A WILSON ESQ TRUSTEE 1.0 1.0 X 0 0 0 MICHAEL J DUNCAN PRESIDENT & CEO 49.0 2.0 X X 0 893962 27370 KAREN M PINKSKY MD CHIEF MED INFO OFFICER 1.0 1.0 X X 0 0 0 KEITH KASPER TREASURER 1.0 48.0 X 0 1043705 137626 KENNETH E FLICKINGER ASST. TREASURER & CFO 49.0 1.0 X 0 483979 28950 KEVIN R O'BRIEN ESQ SECRETARY/SVP DEVELOPMENT 49.0 1.0 X 0 323117 47426 MICHAEL D BARBER COO 49.0 1.0 X 0 428233 14933 RICHARD DONZE DO SVP MEDICAL AFFAIRS 49.0 1.0 X 0 521340 26450 ANGELA R COLADONATO RN MSN NEA-BC SR VP NURSING 49.0 1.0 X 0 316277 30737 PAUL F HUBERTY MBA SRVP STRATEGIC PLANNING & MKTG 49.0 1.0 X 0 293817 29889 JAMES PATTERSON MD PHYSICIAN 50.0 0.0 X 613412 0 13798 CALVIN LU MD PHYSICIAN 50.0 0.0 X 613058 0 13837 MICHELE TEDESCHI-ZIMMERMAN MD PHYSICIAN 50.0 0.0 X 490330 0 11698 MOLLY STUMACHER MD PHYSICIAN 50.0 0.0 X 453092 0 1292 MAUREEN HEWITT MD PHYSICIAN 50.0 0.0 X 449910 0 13784 2619802 10575939 643797 96 false true false LF DRISCOLL CO LLC 9 PRESIDENTIAL BLVD BALA CYNWYD PA 19004 CONSTRUCTION SRVCS 15500828 SIEMENS MEDICAL SOLUTIONS 51 VALLEY STREAM PARKWAY MALVERN PA 19355 SOFTWARE SRVCS 7212224 DRINKER BIDDLE REATH LLC 1500 K STREET NW SUITE 1100 WASHINGTON DC 20005 LEGAL SRVCS 1486842 WEST CHESTER ANESTHESIA ASSOCIATION 708 E MARSHALL STREET WEST CHESTER PA 19380 CLINICAL SRVCS 960000 sunquest information system 250 south williams blvd TUSCON AZ 85711 SOFTWARE SERVICES 899848 40 18844484 0 18844484 NET PATIENT SERVICE REVENUES 621400 232693624 232693624 232693624 1674510 1674510 0 0 79137 75157 3980 0 3980 3980 0 0 0 0 PROFESSIONAL FEES 621400 7241541 7241541 MEANINGFUL USE REVENUE 900099 2049571 2049571 EMPLOYEE PHARMACY SALES 446110 979109 979109 1988001 1988001 12258222 265474820 244951846 1678490 0 0 0 0 0 0 110187800 107715987 2123371 348442 1672834 1625652 41926 5256 16509388 16028199 432844 48345 8038421 7811587 201563 25271 0 554348 287261 267087 0 123390 61695 61695 0 0 2274 2274 0 15002285 12220166 2782119 0 1802759 13430 1789329 0 1047532 794302 222197 31033 8232131 8225176 1955 5000 0 4567328 4441114 122894 3320 237842 11086 226756 0 0 0 798977 767018 31959 0 0 12983861 12464507 519354 0 206926 196375 10551 0 DRUGS 23993652 23993652 0 0 DUES, SUBSCRIPTIONS & LICENSES 503223 356137 146341 745 MINOR EQUIPMENT 437770 425724 12046 0 FOOD 1059090 1012281 45414 1395 43339885 42736278 510160 93447 251301716 241187627 9549561 564528 X 8613404 23678783 3319689 5986045 0 5010137 30879504 28901450 0 0 0 0 0 0 4678053 4721621 2522118 1606998 240865911 123653013 98356559 117212898 20815484 8999952 0 0 0 0 0 0 36216959 30205981 205401770 226323865 28496796 21008142 0 0 0 0 28430000 50000000 0 0 0 0 37447932 0 0 0 11001955 53279816 105376683 124287958 X 75238818 71446653 11048512 15343296 13737757 15245958 100025087 102035907 205401770 226323865 X 14173104 -12162284 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 602510 17545490 221000 0 0 0 18369000 594560 0 7950 0 0 0 602510 589819 0 4741 0 0 0 594560 586577 0 3242 0 0 0 589819 585552 0 1025 0 0 0 586577 0.00000 0.82380 0.17620 true false 926822 926822 83846643 28980300 54866343 8889865 4957069 3932796 143024320 86896581 56127739 3894338 2819063 1075275 116928975 DUE FROM AFFILIATES 466444 BEN. INT. IN PERPETUAL TRUSTS 14631911 INV. IN TURKS HEAD SURGERY CTR 5573240 INT. IN NET ASSETS OF FND 4023474 DEFERRED FINANCING COSTS, NET 200088 INSURANCE RECOVERIES RECVABLE 5310824 34163545 0 DUE TO AFFILIATES 38139321 EST. THIRD PARTY SETTLEMENTS 4752326 ACCRUED MALPRACTICE & WORKER'S COMP COSTS 8796143 IET PAYABLE 1170973 OTHER LIABILITIES 421053 53279816 X USE OF ENDOWMENT FUNDS- SCHEDULE D, PART V ALL ENDOWMENT FUNDS ARE USED FOR A VARIETY OF PURPOSES IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. ------------------------------ TEXT OF FIN 48 (ASC 740) FOOTNOTE- SCHEDULE D, PART X THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2014 FINANCIAL STATEMENTS OF THE UNIVERSITY: THE UNIVERSITY EVALUATES ITS TAX POSITION BASED ON THE FASB STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRES THE USE OF A TWO-STEP APPROACH FOR RECOGNIZING AND MEASURING TAX BENEFITS TAKEN OR EXPECTED TO BE TAKEN IN AN UNRELATED BUSINESS ACTIVITY TAX RETURN AND DISCLOSURES REGARDING UNCERTAINTIES IN TAX POSITIONS. THE FIRST STEP IS RECOGNITION: THE UNIVERSITY DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. IN EVALUATING WHETHER A TAX POSITION HAS MET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE UNIVERSITY PRESUMES THAT THE POSITION WILL BE EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE SECOND STEP IS MEASUREMENT: A TAX POSITION THAT MEETS THE MORE-LIKELY-THAN-NOT THRESHOLD IS MEASURED TO DETERMINE THE AMOUNT OF BENEFIT TO RECOGNIZE IN THE FINANCIAL STATEMENTS. THE TAX POSITION IS MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. DIFFERENCE BETWEEN TAX POSITIONS TAKEN IN A TAX RETURN AND AMOUNTS RECOGNIZED IN THE FINANCIAL STATEMENTS WILL GENERALLY RESULT IN AN INCREASE IN A LIABILITY FOR INCOME TAXES PAYABLE OR A REDUCTION OF AN INCOME TAX REFUND RECEIVABLE. true true X true X true X true true true false true true 2437917 0 2437917 0.00970 24522639 19344794 5177845 0.02060 0 0 0 0.00000 26960556 19344794 7615762 0.03030 364 1573318 85528 1487790 0.00590 0 0 0 0.00000 0 0 0 0.00000 0 0 0 0.00000 0 0 0 0.00000 364 1573318 85528 1487790 0.00590 364 28533874 19430322 9103552 0.03620 false 15661166 0 0 0 0 X true true TURKS HEAD SURGICAL OUTPATIENT SURGERY FACILITY 0.38000 0.00000 0.00000 1 1 CHESTER COUNTY HOSPITAL 701 E MARSHALL STREET WEST CHESTER PA 19380 WWW.CCHOSP.COM LICENSE# 290801 X X X X X CHESTER COUNTY HOSPITAL 1 true X X X X X X X X X 13 true true true X SEE SCHEDULE H, PART V, SECTION C X X X X X X X X X false false true true 150. true 300. true X true true X X X true false X X X X true X false false PART V, SECTION B, LINES 3&4 (INPUT FROM COMMUNITY/JOINT CHNA) A COMPREHENSIVE HEALTH ASSESSMENT FOR CHESTER COUNTY INCLUDED INPUT FROM 36 ORGANIZATIONS REPRESENTING HOSPITALS, HEALTH CENTERS, SOCIAL SERVICE AGENCIES, SAFETY-NE PROVIDERS, FAITH-BASED ORGANIZATIONS, AND FUNDING AGENCIES: 1. BRANDYWINE HEALTH FOUNDATION 2. CHESPENN HEALTH SERVICES 3. CHESTER COUNTY COMMUNITY DENTAL 4. CHESTER COUNTY DEPARTMENT OF AGING 5. CHESTER COUNTY DEPARTMENT OF COMMUNITY DEVELOPMENT 6. CHESTER COUNTY COMMUNITY FOUNDATION 7. CHESTER COUNTY DEPARTMENT OF HUMAN SERVICES 8. CHESTER COUNTY DRUG AND ALCOHOL 9. CHESTER COUNTY ECONOMIC DEVELOPMENT 10. CHESTER COUNTY EMS COUNCIL 11. CHESTER COUNTY FOOD BANK 12. CHESTER COUNTY FUND FOR WOMEN AND GIRLS 13. CHESTER COUNTY HEALTH DEPARTMENT 14. CHESTER COUNTY PRISON 15. COMMUNITY VOLUNTEERS IN MEDICINE 16. DREXEL UNIVERSITY SCHOOL OF PUBLIC HEALTH 17. FAMILY SERVICE OF CHESTER COUNTY 18. HEALTH CARE ACCESS 19. HEALTH AND WELFARE FOUNDATION 20. HOLCOMB BEHAVIORAL HEALTH 21. HUMAN SERVICES 22. LA COMUNIDAD HISPANA 23. LELAND LEADERSHIP GROUP 24. LIFE TRANSFORMING MINISTRIES 25. MATERNAL AND CHILD HEALTH CONSORTIUM 26. NEIGHBORHOOD HEALTH 27. PAOLI HOSPITAL 28. PENNSYLVANIA DEPARTMENT OF HEALTH 29. PHOENIXVILLE COMMUNITY HEALTH FOUNDATION 30. PHOENIXVILLE HOSPITAL 31. THE CHESTER COUNTY HOSPITAL 32. THE CLINIC 33. UNITED WAY OF CHESTER COUNTY 34. UNITED WAY OF SOUTHERN CHESTER COUNTY 35. WEST CHESTER UNIVERSITY 36. YMCA OF BRANDYWINE VALLEY THE GROUP ENGAGED JENNIFER KOLKER, MPH, ASSISTANT PROFESSOR OF HEALTH MANAGEMENT AND POLICY AT DREXEL UNIVERSITY, TO FACILITATE DISCUSSIONS. THE GROUP SELECTED THE MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIPS (MAPP) MODEL TO GUIDE THE ASSESSMENT. MAPP IS A PROCESS DEVELOPED BY THE NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS. THE ENTIRE HEALTH ASSESSMENT, REFERRED TO AS THE ROADMAPP TO HEALTH, INCLUDED FOUR COMPREHENSIVE HEALTH ASSESSMENTS; 1)COMMUNITY THEMES AND STRENGTHS ASSESSMENT, 2)COMMUNITY HEALTH STATUS ASSESSMENT, 3)LOCAL PUBLIC HEALTH SYSTEM ASSESSMENT, AND 4)FORCES OF CHANGE ASSESSMENT. ALL FOUR ASSESSMENTS LEAD TO THE DEVELOPMENT OF THE COMMUNITY HEALTH IMPROVEMENT PLAN. THE COMMUNITY HEALTH ASSESSMENT WAS COMPLETED AND PRESENTED TO AN AUDIENCE OF OVER 100 PEOPLE IN FEBRUARY 2013. ATTENDEES INCLUDED REPRESENTATIVES FROM THE CHESTER COUNTY COMMISSIONERS, LOCAL ELECTED OFFICIALS, HEALTH CARE AND SOCIAL SERVICES PROFESSIONALS, FUNDING AGENCIES, AND MEMBERS OF THE COMMUNITY. A SUMMARY OF THE COMMUNITY HEALTH ASSESSMENT WAS ALSO PRESENTED INTERNALLY TO THE LONG RANGE PLANNING COMMITTEE OF THE BOARD AND TO A BROADER INTERNAL AUDIENCE ON A SEPERATE DATE. -------------------- PART V, SECTION B, LINE 5A (CHNA AVAILABILITY TO PUBLIC) THE CHNA CAN BE ACCESSED AT http://www.chestercountyhospital.org/ cchpage.asp?p=2271&m=2479 -------------------- PART V, SECTION B, LINE 7 (ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA) THE FIRST CHNA AND IMPLEMENTATION PLAN FOR CHESTER COUNTY HOSPITAL WAS ADOPTED JUNE 30, 2013. THE ORGANIZATION IS IN THE PROCESS OF ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA BUT HAS NOT FULLY ADDRESSED ALL NEEDS AT THIS TIME. -------------------- PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED) NOTE THAT DUE TO A CHANGE IN ACCOUNTING PRONOUNCEMENT, PATIENT SERVICE BAD DEBTS IS NOW TREATED AS A CONTRA-REVENUE LINE ITEM AND, THEREFORE, IT WAS NOT NECESSARY TO DEDUCT THIS AMOUNT FOR PURPOSES OF CALCULATING THE PERCENTAGES REPORTED ON THE SCHEDULE H, PART I, LINE 7 TABLE. THIS IS A CHANGE FROM PRIOR YEARS. THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST TO CHARGE RATIO. THE COST TO CHARGE RATIO WAS DERIVED FROM WORKSHEET 2. -------------------- PART II (DETAIL OF COMMUNITY BUILDING ACTIVITIES) AT THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS), WORKING FOR THE BENEFIT OF THE COMMUNITY IS NOT ONLY A PRIORITY; IT IS ROOTED DEEP IN OUR CULTURE. ALONG WITH OUR ROLE AS A LEADER IN MEDICAL CARE AND RESEARCH, WE HAVE CULTIVATED A STRONG AFFINITY WITH THE NEIGHBORHOODS WE SERVE - BECOMING INCREASINGLY RESPONSIVE IN IDENTIFYING NEEDS AND BEING PROACTIVE IN FINDING SOLUTIONS. THE DIRECTION FOR DEVELOPING EDUCATION AND OUTREACH PROGRAMS OR FOR LAUNCHING COMMUNITY INITIATIVES TO ADDRESS SIGNIFICANT HEALTH ISSUES IN COLLABORATION WITH OUR COMMUNITY PARTNERS COMES LARGELY FROM THE HEALTHY PEOPLE REPORT (HEALTHY PEOPLE 2020 WAS RECENTLY RELEASED FOR THIS DECADE). THIS PROVIDES SCIENCE-BASED 10-YEAR OBJECTIVES FOR IMPROVING THE HEALTH OF ALL AMERICANS. FOR THREE DECADES, HEALTHY PEOPLE HAS ESTABLISHED BENCHMARKS AND MONITORED PROGRESS OVER TIME TO ENCOURAGE COLLABORATION, TO GUIDE INDIVIDUALS TOWARDS INFORMED HEALTH DECISIONS AND TO MEASURE THE IMPACT OF PREVENTION ACTIVITIES. -HEALTH SCREENINGS "HEART TRACKS" CARDIOVASCULAR RISK ASSESSMENT; STROKE; SKIN CANCER; ORAL CANCER; BREAST CANCER/MAMMOGRAM AND BLOOD PRESSURE; -HEALTH PROMOTIONS - PHYSICIAN LECTURES; SPEAKERS BUREAU; COLLABORATIVE PROGRAMS WITH COMMUNITY GROUPS; WELLNESS PRESENTATIONS; -HEALTHY LIFESTYLE PROGRAMS - HEALTHY STEPS TO A HEALTHY WEIGHT; WEIGHT MATTERS; WHY WEIGHT? (POSTPARTUM WEIGHT MANAGEMENT PROGRAM); STOP SMOKING NOW! ; REVERSING PRE-DIABETES; SUPERMARKET TOURS; NUTRITION COUNSELING; -CHILDBIRTH EDUCATION - PREPARATION FOR CHILDBIRTH; REFRESHER CLASS; BREASTFEEDING; NEWBORN CARE CLASS; MATERNITY TOUR; SIBLING CLASS; -DIABETES SELF-MANAGEMENT TRAINING - BASIC AND INTENSIVE DIABETES SELF-MANAGEMENT GROUP CLASSES; ONE-ON-ONE PROGRAMS FOR DIABETES SELF-MANAGEMENT; MEDICAL NUTRITION THERAPY; PROGRAM COMMUNICATIONS- TO SPREAD THE WORD ABOUT UPCOMING EVENTS, THE CHESTER COUNTY HOSPITAL USES THE FOLLOWING COMMUNICATION TOOLS: -WELLNESS CALENDAR DIRECTLY MAILED TO THE COMMUNITY AND PUBLISHED IN THE LOCAL NEWSPAPER -SYNAPSE MAGAZINE EVENTS LISTING -WEBSITE SECTION DEDICATED TO PROGRAMS & SUPPORT -SOCIAL NETWORKING, I.E. FACEBOOK, TWITTER -EMAIL CAMPAIGNS -DIRECT MAIL -NEWSPAPER ADVERTISEMENTS -HAND-DISTRIBUTED FLYERS LOCATIONS- REALIZING THAT THERE ARE GROUPS OF INDIVIDUALS WITHIN THE CHESTER COUNTY COMMUNITY FOR WHO TRAVEL MAY BE IMPRACTICAL OR IMPOSSIBLE, THE HOSPITAL MAKES EVERY EFFORT TO BRING PROGRAMS OUT INTO THE COMMUNITY AND OFFER THEM CLOSER TO THEIR HOMES. THIS MIGHT INCLUDE PROGRAMS CONDUCTED AT SENIOR LIVING FACILITIES, SENIOR CENTERS, CHURCHES OR SCHOOLS. FOR SPECIFIC COMMUNITIES IN NEED, THE HOSPITAL FREQUENTLY TEAMS UP WITH ITS PARTNERS ALREADY WORKING IN THESE AREAS. FEE PHILOSOPHY- TO FULFILL ITS MISSION TO IMPROVE THE HEALTH OF THE COMMUNITY, THE HOSPITAL STRIVES TO REMOVE COST AS A BARRIER TO EDUCATION. THE MAJORITY OF PROGRAMS ARE OFFERED AT NO OR MINIMAL CHARGE. OTHERS, SUCH AS DIABETES MANAGEMENT AND WEIGHT CONTROL CLASSES, OFTEN CAN BE BILLED TO OR REIMBURSED BY INSURANCE. -------------------- PART III, SECTION A, LINE 2 (BAD DEBT EXPENSE) THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINE 2 IS BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE). NOTE THAT NO AMOUNT IS REPORTED ON LINE 3 SINCE THE ORGANIZATION'S POLICY IS TO CHARGE FAP-ELIGBLE ACCOUNTS TO FREE CARE RATHER THAN BAD DEBT EXPENSE. -------------------- UPHS UTILIZES A THIRD-PARTY VENDOR TO POPULATE THE NUMBER OF INDIVIDUALS WITHIN EACH HOUSEHOLD AND THE MEAN HOUSEHOLD INCOME BASED ON THE ACCOUNT ADDRESS. UPHS ESTIMATES THE AMOUNT OF BAD DEBTS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ITS FINANCIAL ASSISTANCE POLICY BASED UPON 300% OF THE FEDERAL POVERTY GUIDELINES. -------------------- PART III, SECTION A, LINE 4 (BAD DEBT EXPENSE FOOTNOTE) THE BAD DEBT EXPENSE FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 17 OF THE ATTACHED CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA. -------------------- PART III, SECTION B, LINE 8 (COSTING METHODOLOGY, MEDICARE SHORTFALL) THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON THE HOSPITAL'S COST ACCOUTNING SYSTEM. CONSISTENT WITH THE CHARTIABLE HEALTHCARE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS) AND THE COMMUNITY BENEFIT STANDARD SET FORTH IN IRS REVENUE RULING 69-545, UPHS PROVIDES CARE FOR ALL PATIENTS COVERED BY MEDICARE SEEKING MEDICAL CARE AT UPHS. SUCH CARE IS PROVIDED REGARDLESS OF WHETHER THE REIMBURSEMENT PROVIDED FOR SUCH SERVICES MEETS OR EXCEEDS THE COSTS INCURRED BY UPHS TO PROVIDE SUCH SERVICES. -------------------- PART III, LINE 9B (COLLECTION PRACTICES) THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PROVIDES URGENT/EMERGENT MEDICAL SERVICES WITHOUT REGARD TO ABILITY TO PAY. WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS NOT ELIGIBLE FOR COVERAGE BY EXTERNAL SOURCES OF FUNDING, FINANCIAL ASSISTANCE MAY BE AVAILABLE FOR BOTH THE UNINSURED AND UNDERINSURED, THE INDIGENT, HARDSHIP AND MEDICALLY INDIGENT AND MAY BE APPROVED AS EITHER FULL OR PARTIAL FREE CARE. PATIENTS WHO DO NOT COOPERATE WITH THE FINANCIAL COUNSELING PROCESS OR WHOSE APPLICATION FOR FINANCIAL ASSISTANCE IS DENIED BY THE HEALTH SYSTEM MAY BE PURSUED BY COLLECTION EFFORTS, INCLUDING REFERRAL TO AN OUTSIDE COLLECTION AGENCY OR ATTORNEY AS DETERMINED BY OUR PATIENT ACCOUNTING DEPARTMENT. -------------------- PART VI, LINE 2 (NEEDS ASSESSMENT) THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S ("UPHS") MISSION IS TO PROVIDE THE MOST ADVANCED AND HIGHEST QUALITY PATIENT CARE POSSIBLE; TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR STUDENTS AND TRAINEES; AND TO SUPPORT CLINICAL RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE. TO THESE ENDS, UPHS IS AN ACTIVE PARTICIPANT IN THE WEST PHILADELPHIA NEIGHBORHOOD THAT IS OUR HOME. ON ANY GIVEN DAY, UPHS PHYSICIANS, NURSES, MEDICAL STUDENTS AND VOLUNTEERS ARE OUT IN THE COMMUNITY SHARING THEIR SKILLS, THEIR TALENTS AND MOST IMPORTANTLY, THEMSELVES FOR THE BETTERMENT OF THE COMMUNITY. - HOW THE HEALTH SYSTEM IDENTIFIES AND TAKES ACTION TO ADDRESS RACIAL, ETHNIC, AND GENDER DISPARITIES IN MEDICAL CARE EVERY DAY IN OUR NEIGHBORHOOD CLINICS, IN OUR EMERGENCY ROOM AND PHYSICIANS' OFFICES WE SEE THE EFFECTS OF RACIAL, ETHNIC AND GENDER DISPARITIES IN HEALTH CARE. IN KEEPING WITH OUR CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN NEED OF URGENT MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS OR ANY OTHER SOCIO-ECONOMIC FACTORS. AS THE MAIN PROVIDER IN A SERVICE AREA THAT INCLUDES A NUMBER OF ECONOMICALLY-CHALLENGED NEIGHBORHOODS, UPHS PROVIDES CARE TO MANY PATIENTS WHO DO NOT HAVE HEALTH INSURANCE PROVIDING MORE THAN $100 MILLION IN CHARITY AND UNDERFUNDED CARE EACH YEAR. IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS AND OTHER AREA INSTITUTIONS, UPHS SEEKS TO IDENTIFY AND ADDRESS RACIAL, ETHNIC AND GENDER DISPARITIES THROUGH SUPPORT FOR PROGRAMS INCLUDING, BUT NOT LIMITED TO: > PUENTES DE SALUD - A WEEKLY FREE CLINIC THAT SEEKS TO ADDRESS THE HEALTH NEEDS OF THE GROWING LATINO POPULATION BY PROVIDING LOW-COST CARE TO MORE THAN 800 PATIENTS ANNUALLY. > THE UNITY CLINIC - A FREE CLINIC THAT PROVIDES PRIMARY CARE SERVICES TO LOW-INCOME ASIAN IMMIGRANTS IN PHILADELPHIA. > WOMEN AND CHILDREN'S HEALTH SERVICES - AN AMBULATORY CARE FACILITY THAT SPECIALIZES IN THE PROVISION OF OBSTETRICAL, FAMILY PLANNING AND SOCIAL SERVICES THROUGH FREE AND LOW COST PROGRAMS THAT EXTEND WELL BEYOND TRADITIONAL MEDICAL CARE. - HOW THE HEALTH SYSTEM ASSESSES COMMUNITY HEALTH STATUS UPHS PROVIDES VARIOUS COMMUNITY SERVICES WHICH, IN CONJUNCTION WITH PROVIDING PATIENT CARE AND EDUCATIONAL INFORMATION, HELP US ASSESS THE HEALTH STATUS OF OUR COMMUNITY. SOME OF OUR MOST SUCCESSFUL INITIATIVES RESULT FROM APPLYING THE COLLECTIVE RESOURCES OF COMMUNITY RESIDENTS AND ORGANIZATIONS, HEALTH CARE PROFESSIONALS, AND PUBLIC HEALTH AGENCIES WITH THE GOAL OF IDENTIFYING AND ADDRESSING A COMMUNITY PROBLEM. THIS IS ACCOMPLISHED IN MANY WAYS, SUCH AS: FORMAL HEALTH ASSESSMENTS THAT INDIVIDUAL PROGRAMS MAY PERFORM, OPEN DIALOGUE WITH COMMUNITY LEADERS THROUGH PARTICIPATION IN COMMUNITY MEETINGS, OR BY ASSESSING COMMUNITY HEALTH STATUS IN THE WORK WE PERFORM OUT IN THE COMMUNITY. - HOW THE HEALTH SYSTEM COLLABORATES WITH COMMUNITY STAKEHOLDERS, INCLUDING OTHER INSTITUTIONAL PROVIDERS, TO IDENTIFY SPECIFIC COMMUNITY HEALTH NEEDS AND TO DEVELOP AND MEASURE EFFECTIVENESS OF PROGRAMS TO HELP MEET THOSE NEEDS COLLABORATION WITH COMMUNITY STAKEHOLDERS AND OTHER INSTITUTIONAL PROVIDERS IS A PARTICULARLY STRONG AREA FOR UPHS. WORKING IN CONJUNCTION WITH COMMUNITY-BASED NON-PROFIT ORGANIZATIONS, CITY AGENCIES AND OTHER COMMUNITY STAKEHOLDERS, UPHS SEEKS TO IDENTIFY AND ADDRESS COMMUNITY HEALTH NEEDS THROUGH PROGRAMS AND SERVICES, SUCH AS: > SAYRE HEALTH CENTER - RECOGNIZING A NEED FOR PRIMARY CARE SERVICES IN THE NEIGHBORHOOD, PENN JOINED FORCES WITH THE SCHOOL DISTRICT OF PHILADELPHIA TO BRING A STATE-OF-THE-ART HEALTH CARE FACILITY TO SAYRE HIGH SCHOOL IN WEST PHILADELPHIA. IN ADDITION TO PROVIDING PRIMARY CARE SERVICES TO THE COMMUNITY, PENN MEDICINE PHYSICIANS WORK IN PARTNERSHIP WITH SAYRE STUDENTS TO TEACH BASIC MEDICAL SERVICES THAT ONE DAY COULD LEAD TO A CAREER IN THE MEDICAL PROFESSION. > BRIDGING THE GAPS - A PARTNERSHIP OF THE AREA'S FIVE ACADEMIC HEALTH CENTERS, BRIDGING THE GAPS (BTG) LINKS THE TRAINING OF HEALTH PROFESSIONALS WITH THE PROVISION OF CARE TO ECONOMICALLY DISADVANTAGED POPULATIONS. LED BY UPHS PHYSICIANS AND STAFF, BTG GIVES MEDICAL STUDENTS THE OPPORTUNITY TO GAIN FIRST-HAND INSIGHT INTO THE COMPLEX ISSUES AFFECTING UNDERSERVED URBAN COMMUNITIES. IN ADDITION TO THE PROGRAMS OUTLINES ABOVE, UPHS PHYSICIANS AND STAFF PROVIDE EDUCATIONAL PROGRAMS IN CONJUNCTION WITH AREA HIGH SCHOOLS AND VOLUNTEER THEIR EXPERTISE TO NUMEROUS PUBLIC HEALTH COMMITTEES AND AGENCIES AT THE COMMUNITY, STATE AND NATIONAL LEVEL. - HOW THE HEALTH SYSTEM REGULARLY REPORTS TO THE COMMUNITY ON THE ORGANIZATION'S QUALITY PERFORMANCE FOR THE FULL RANGE OF SERVICES IT PROVIDES SINCE 2007, UPHS HAS PUBLISHED AN ANNUAL COMMUNITY BENEFIT REPORT, "SIMPLY BECAUSE", WHICH HIGHLIGHTS SOME OF THE EXTENSIVE WORK UPHS PERFORMS IN THE COMMUNITY. THIS WIDELY DISTRIBUTED REPORT INCLUDES EXAMPLES OF OUR COMMUNITY EFFORTS AS WELL AS STATISTICS RELATED TO THE COMMUNITY BENEFIT WE PROVIDE. ADDITIONALLY, LAST YEAR UPHS IMPLEMENTED OUR "PENN MEDICINE CARES" (COMMUNITY ACTIVITY REPORTING E-INITIATIVE) PROGRAM. WHILE THE "SIMPLY BECAUSE" REPORT PROVIDES US A BRIEF GLIMPSE INTO ALL THE GOOD WORK UPHS PERSONNEL ARE INVOLVED IN, IT REPRESENTS ONLY A FRACTION OF THE TOTAL COMMUNITY SERVICE WORK THAT OCCURS. WE DEVELOPED THIS REPORTING PROGRAM TO ENCOURAGE OUR EMPLOYEES TO REPORT ALL OF THE COMMUNITY SERVICES THEY PROVIDE SO THAT WE CAN BETTER TRACK COMMUNITY OUTREACH, ENCOURAGE MORE VOLUNTEERISM AND BETTER TARGET OUR EFFORTS TO MEET THE GREATEST COMMUNITY NEEDS. - WHETHER AND HOW UPHS IS ADDRESSING THE PER CAPITA COST OF CARE IN THE COMMUNITY UPHS SUPPORTS EFFORTS TO PROVIDE FREE AND LOW-COST CARE TO THE COMMUNITY THROUGH PARTNERSHIPS WITH BOTH PENN-RELATED AND NON-RELATED PROGRAMS. UPHS PHYSICIANS AND STAFF WORK IN HEALTH CLINICS THROUGHOUT PHILADELPHIA THAT PROVIDE THESE MUCH-NEEDED SERVICES THAT ALSO ADDRESSES THE PER CAPITA COST OF HEALTH CARE IN THE COMMUNITY. IN ADDITION, UPHS HAS A SPECIALTY CARE CONTRACT WITH THE CITY OF PHILADELPHIA THAT ALLOWS PHYSICIANS FROM THE CITY'S DISTRICT HEALTH CENTERS TO REFER PATIENTS INTO THE SYSTEM FOR APPOINTMENTS IN SPECIALTIES SUCH AS CARDIOLOGY, NEUROLOGY AND DERMATOLOGY. THESE SERVICES ARE PROVIDED TO THE CITY AT A SIGNIFICANTLY REDUCED COST - GIVING UNINSURED AND UNDERINSURED PATIENTS ACCESS TO CARE THEY MIGHT NOT OTHERWISE RECEIVE WHILE KEEPING DOWN THE PER CAPITA COST FOR THE CITY AND RESIDENTS OF THE COMMUNITY. AT UPHS, WORKING FOR THE BENEFIT OF THE COMMUNITY IS NOT ONLY A PRIORITY; IT IS ROOTED DEEP IN OUR CULTURE. ALONG WITH OUR ROLE AS A LEADER IN MEDICAL CARE AND RESEARCH, UPHS HAS CULTIVATED A STRONG AFFINITY WITH THE NEIGHBORHOODS WE SERVE- BECOMING INCREASINGLY RESPONSIVE IN IDENTIFYING NEEDS AND PROACTIVE IN FINDING SOLUTIONS. IN ADDITION TO OUR OWN INTERNAL EFFORTS, UPHS ALSO COLLABORATES WITH VARIOUS PUBLIC AND PRIVATE AGENCIES TO HELP DETERMINE COMMUNITY HEALTH NEEDS AND HOW BEST TO ADDRESS THEM. THE SUCCESS OF COMMUNITY OUTREACH REQUIRES A STRONG FOCUS ON SOLUTIONS. AT UPHS, WE CONTINUALLY FIND WAYS TO EXPAND AND STRENGTHEN THE SAFETY NET THAT HELPS ENSURE THE WELL-BEING OF THE COMMUNITIES WE SERVE. IN THAT REGARD, ONE OF OUR MAJOR RESPONSIBILITIES IS TO SHARE KNOWLEDGE. WORKING TOGETHER WITH COMMUNITY PARTNERS ENABLES US TO ACCOMPLISH MORE THAN ANY ONE PERSON COULD INDIVIDUALLY. -------------------- PART VI, LINE 3 (PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE) THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") IS COMMITTED TO CARING FOR ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT AND COMPASSION WITHOUT REGARD TO AGE, RACE, COLOR, NATIONAL ORIGIN, RELIGIOUS CREED, SEX, PHYSICAL OR MENTAL DISABILITY, MARITAL STATUS OR SEXUAL PREFERENCE. AS PART OF THIS COMMITMENT, PENN MEDICINE OFFERS FINANCIAL COUNSELING AND ASSISTANCE PROGRAMS TO UNINSURED AND UNDERINSURED PATIENTS TO ASSIST THOSE WHO CANNOT PAY FOR ALL OR PART OF THEIR CARE. PATIENTS WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS, TAKING INTO CONSIDERATION TOTAL HOUSEHOLD INCOME AND OTHER RESOURCES. PENN MEDICINE WILL ALSO CONSIDER OTHER FACTORS IN THE PATIENT/FAMILY FINANCIAL SITUATION, SHOULD THERE BE OTHER CRITICAL EXPENSES, NOT RELATED TO THE PATIENT'S MEDICAL CARE, THAT MAKE PAYMENT OF THE FINANCIAL OBLIGATION IMPOSSIBLE, SUCH AS CARING FOR A DISABLED FAMILY MEMBER. UNINSURED OR UNDERINSURED PERSONS MAY APPLY FOR FINANCIAL ASSISTANCE AT ANY TIME DURING TREATMENT OR WHEN REQUEST FOR PAYMENT IS MADE. UPHS INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER UPHS'S CHARITY CARE POLICY. PATIENTS ARE INFORMED OF THE AVAILABILITY OF CHARITY CARE IN VARIOUS WAYS (E.G. AT POINT OF REGISTRATION, ON POSTERS THROUGHOUT HOSPITAL, IN PRACTICES, FINANCIAL COUNSELOR INTERVIEW AND WEBSITE). -------------------- PART VI, LINE 4 (COMMUNITY INFORMATION) CHESTER COUNTY, PA IS ONE OF THE FASTEST GROWING COUNTIES IN PENNSYLVANIA AND IN THE U.S. WITH A GROWTH RATE FROM 2000 - 2010 OF 13.6%. MEDIAN HOUSEHOLD INCOME, 2007-2011, WAS $86,264 COMPARED TO THE $51,651 STATEWIDE AVERAGE. ADULTS GRADUATING HIGH SCHOOL OR HIGHER WAS 92.6%, 2007-2011, AND UNEMPLOYMENT RATE AS OF NOVEMBER 2010 WAS 6.1%. THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") IS SENSITIVE TO THE DISPARITY IN THE QUALITY OF HEALTH AND HEALTH CARE AMONG THE PEOPLE OF THE CHESTER COUNTY AREA. AWARE OF THE BARRIERS TO HEALTH CARE FACED BY OUR COMMUNITIES, WE USE OUR RESOURCES TO IMPROVE THE HEALTH AND WELLNESS AMONG THE UNDERSERVED. OUR MORAL IMPERATIVE IS TO LOOK, LISTEN, AND ACT IN WAYS THAT WILL MAKE A DIFFERENCE. IN COLLABORATION WITH OUR PHYSICIANS, NURSES, STUDENTS AND COMMUNITY PARTNERS, WE TAKE ACTION TO ENHANCE THE WELL-BEING OF THE NEIGHBORHOODS WE ALL SHARE. -------------------- PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH) THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S ("UPHS") CORE COMMUNITY BENEFITS PROGRAMS WERE ESTABLISHED AND CONTINUE TO THRIVE WHETHER OPERATED BY OR ENCOURAGING VOLUNTEERS BY THE HEALTH SYSTEM. HERE IS A LIST OF SOME OF THE COMMUNITY BENEFITS UPHS PROVIDES: - UNIVERSITY CITY HOSPITAL COALITION (UCHC) - PROVIDES MEALS TO THE HOMELESS AND HUNGRY. - UNITED COMMUNITY CLINIC (UCC) - A FREE HEALTH CLINIC IN THE BASEMENT OF A CHURCH IN THE EAST PARKSIDE NEIGHBORHOOD. - PROJECT ME (MIND EMPOWERMENT) - A PROGRAM AT JANE ADDAMS PLACE, AN EMERGENCY SHELTER FOR YOUNG HOMELESS MOTHERS, WHERE NURSES FROM VARIOUS DEPARTMENTS OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP) CONDUCT EDUCATIONAL CLASSES ON A VARIETY OF TOPICS INCLUDING CARING FOR BABY, FLU PREVENTION AND MORE. - ADDICTION UNIT AT PENN PRESBYTERIAN MEDICAL CENTER (PMC) - IS AN 18 BED FACILITY THAT PROVIDES REHAB TREATMENT FOR DRUG ADDICTS AND ALCOHOLICS. - DR. BERNETT L. JOHNSON, JR. SAYER HEALTH CENTER - THE LATE DR. SAYER HAD A VISION: TO CREATE A PRIMARY CARE HEALTH CENTER, WHERE PENN MEDICINE WORKS IN COLLABORATION WITH SAYER HIGH SCHOOL TO BRING STATE-OF-THE-ART HEALTH CARE TO THE NEIGHBORHOOD. SAYER IS ONE OF 30 SCHOOLS IN THE CITY PARTICIPATING IN PROJECT BIOEYES, AN INNOVATIVE EDUCATIONAL INITIATIVE SPONSORED BY THE UNIVERSITY OF PENNSYLVANIA'S INSTITUTE FOR REGENERATIVE MEDICINE AND THE NETTER CENTER FOR COMMUNITY PARTNERSHIPS. - PREVENTION POINT CLINIC - A NON-PROFIT GROUP THAT PRIMARILY SERVES THOSE WHO ARE UNINSURED OR LIVING IN SHELTERS. THE PRESENCE OF PENN DOCTORS AT THE CLINIC HAS BEEN GETTING AROUND BY WORD-OF-MOUTH. PREVENTION POINT OFFERS A VARIETY OF HEALTH SERVICES RANGING FROM TREATING INFECTIONS TO PROVIDING VACCINES FOR HEPATITIS AND TETANUS. PATIENTS WITH MORE CHRONIC ISSUES CAN RECEIVE REFERRALS TO PRIMARY CARE ELSEWHERE IN THE CITY. - PUENTES DE SALUD - THE GOAL OF THE ORGANIZATION IS TO BRIDGE THE GAP BRINGING LOW COST, HIGH QUALITY HEALTH CARE AND SOCIAL SERVICES TO SOUTH PHILADELPHIA'S GROWING LATINO POPULATION. VOLUNTEERS CONSISTING OF PENN PHYSICIANS, NURSES, MEDICAL STUDENTS AND UNDERGRADUATES FROM THE UNIVERSITY OF PENNSYLVANIA PROVIDE CARE FOR NEARLY 1,400 PATIENTS PRIMARILY SPANISH SPEAKING IMMIGRANTS. ROUGHLY 10% OF THEM ARE DIABETIC. - LATINA COMMUNITY HEALTH SERVICES (LCHS) IS THE WOMEN'S HEALTH EXTENSION OF PUENTES DE SALUD. THE PROGRAM WAS CREATED TO PROVIDE QUALITY HEALTH CARE TO HISPANIC WOMEN INCLUDING ULTRASOUND SCREENING AND DIABETES EDUCATION. - A GROUP OF CLERGY MEMBERS FROM CHRISTIAN STRONGHOLD BAPTIST CHURCH FREQUENTLY ADVISE PARISHIONERS SUFFERING FROM DEPRESSION, ANXIETY AND OTHER MENTAL HEALTH ISSUES. IN ORDER TO PROVIDE BETTER COUNSEL, THE CLERGY MEMBERS CONTACTED ASSISTANT PROFESSORS FROM PENN. ALONG WITH OTHER PENN PHYSICIANS THEY OVERSEE A SERIES OF SEMINARS AT THE CHURCH IN CONJUNCTION WITH THE MAINLINE CHAPTER OF THE NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) TO EDUCATE THE PASTORS ON MENTAL HEALTH ISSUES. - HALL-MERCER HOMELESS PROGRAM - A PROGRAM THAT PROVIDES CARE AND RESOURCES FOR PEOPLE WHO LIVE ON THE STREETS OR HAVE A HISTORY OF HOMELESSNESS. AS THE BEHAVIORAL WING OF PENNSYLVANIA HOSPITAL, HALL-MERCER OFFERS A FULL RANGE OF SERVICES TO THE CITY'S MENTALLY ILL OR DISPLACED POPULATION. - PENN SIGHT SAVERS PROGRAM - A GROUP OF STUDENTS FROM THE PERELMAN SCHOOL OF MEDICINE CONDUCT HUNDREDS OF FREE GLAUCOMA SCREENINGS AND EDUCATE COMMUNITIES ON THE TOPIC OF OCULAR HEALTH. -------------------- PART VI, LINE 6 (AFFILIATED HEALTHCARE SYSTEM INFORMATION) THE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM IS EXCELLENCE IN EDUCATION, RESEARCH, AND CLINICAL CARE. WE STRIVE TO ACHIEVE THESE GOALS BY HAVING THE BEST PEOPLE IN MEDICAL EDUCATION, HEALTH-RELATED RESEARCH, AND PATIENT CARE; MAKING USE OF KNOWLEDGE GAINED FROM NEARLY TWO AND A HALF CENTURIES OF LEARNING AND DISCOVERY AS PART OF A WORLD-CLASS UNIVERSITY; DELIVERING HIGH-QUALITY MEDICINE TO PATIENTS ACROSS A FULLY INTEGRATED ACADEMIC HEALTH SYSTEM; AND FULFILLING A COMMITMENT TO IMPROVE THE HEALTH OF PEOPLE IN THE COMMUNITIES SERVED BY THE HEALTH SYSTEM AND AROUND THE WORLD. AS PART OF AN AFFILIATED HEALTHCARE SYSTEM, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM CONSISTS OF CERTAIN OPERATING DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") AND AFFILIATED ENTITIES, INCLUDING: - THE CHESTER COUNTY HOSPITAL ("CCH"), INCLUDES A 245 BED COMPLEX IN WEST CHESTER, PENNSYLVANIA AND SATELLITE LOCATIONS IN EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE AND KENNETT SQUARE, PENNSYLVANIA. CCH BECAME PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM EFFECTIVE SEPTEMBER 1, 2013. - THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), A 727 LICENSED BED QUATERNARY CARE HOSPITAL AND ACADEMIC MEDICAL CENTER LOCATED ON THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENN PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PRESBYTERIAN"), A 317 LICENSED BED ACUTE CARE HOSPITAL LOCATED ADJACENT TO THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PENNSYLVANIA HOSPITAL"), A 550 LICENSED BED ACUTE CARE HOSPITAL LOCATED IN THE CENTER CITY AREA OF PHILADELPHIA, PENNSYLVANIA; - THE CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA ("CPUP"), THE APPROVED FACULTY PRACTICE PLAN FOR THE CLINICAL PRACTICES OF 1,355 MEMBERS OF THE MEDICAL FACULTY OF THE UNIVERSITY'S SCHOOL OF MEDICINE; - CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("CCA"), A PRIMARY CARE PHYSICIAN NETWORK CURRENTLY EMPLOYING APPROXIMATELY 170 PHYSICIANS AT 51 OFFICE LOCATIONS IN SOUTHEASTERN PENNSYLVANIA AND THROUGH ITS NEW JERSEY AFFILIATE IN SOUTHERN NEW JERSEY; AND - WISSAHICKON HOSPICE ("WISSAHICKON HOSPICE"), A HOSPICE CARE FACILITY SERVING THE TERMINALLY ILL, LOCATED IN BALA CYNWYD, PENNSYLVANIA. HUP AND CPUP ARE OPERATING DIVISIONS OF THE UNIVERSITY. PRESBYTERIAN, PENNSYLVANIA HOSPITAL, WISSAHICKON HOSPICE AND CCA ARE SEPARATE NONPROFIT CORPORATIONS AFFILIATED WITH AND CONTROLLED BY THE UNIVERSITY. UPHS ACCEPTS PATIENTS IN SERIOUS NEED OF PROFESSIONAL MEDICAL CARE, INDEPENDENT OF THEIR FINANCIAL STATUS. THIS DEFINITION INCLUDES THOSE PATIENTS SUFFERING FROM A MEDICAL CONDITION MANIFESTING ITSELF BY ACUTE SYMPTOMS OF SUFFICIENT SEVERITY (INCLUDING SEVERE PAIN) SUCH THAT THE ABSENCE OF IMMEDIATE MEDICAL ATTENTION COULD REASONABLY BE EXPECTED TO RESULT IN (1) PLACING THE HEALTH OF THE INDIVIDUAL (OR, WITH RESPECT TO A PREGNANT WOMAN, THE HEALTH OF THE WOMAN OR HER UNBORN CHILD) IN SERIOUS JEOPARDY, OR (2) SERIOUS IMPAIRMENT TO BODILY FUNCTIONS. ACCORDINGLY, UPHS PROVIDES SERVICES TO PATIENTS, WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY, WITHOUT CHARGE OR AT AMOUNTS LESS THAN UPHS' ESTABLISED RATES. BECAUSE UPHS DOES NOT PURSUE COLLECTIONS, SUCH AMOUNTS HAVE BEEN EXCLUDED FROM NET PATIENT SERVICE REVENUE. UPHS ESTIMATED $10,680,000 AND $8,530,000 AROSE DURING FISCAL YEAR 2014 AND 2013, RESPECTIVELY, FROM PROVIDING SERVICES TO CHARITY PATIENTS. THE ESTIMATED COSTS OF PROVIDING CHARITY SERVICES ARE BASED ON DATA DERIVED FROM A COMBINATION OF THE UPHS' COST ACCOUNTING SYSTEM AND THE RATIO OF COSTS TO CHARGES. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY. UPHS PURSUES COLLECTION OF THESE AMOUNTS, HOWEVER CERTAIN AMOUNTS ARE DEEMED TO BE UNCOLLECTIBLE. THESE AMOUNTS ARE CLASSIFIED IN THE PROVISION FOR BAD DEBTS. UPHS' PROVISION FOR BAD DEBTS TOTALED $239,649,000 AND $191,479,000 FOR FISCAL YEAR 2014 AND 2013, RESPECTIVELY. ADDITIONALLY, THE COSTS OF PROVIDING SERVICES TO ELIGIBLE WELFARE RECIPIENTS, WHO PARTICIPATE IN THE PENNSYLVANIA MEDICAL ASSISTANCE AND LOCAL MANAGED MEDICAID PROGRAMS EXCEEDED REIMBURSEMENT BY $120,414,000 AND $111,179,000 IN FISCAL YEAR 2014 AND 2013, RESPECTIVELY. IN ADDITION TO PROVIDING DIRECT PATIENT CHARITY CARE AND IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BENEFIT THE COMMUNITY, UPHS OPERATES EMERGENCY ROOMS OPEN TO THE PUBLIC 24-HOURS PER DAY, 7 DAYS PER WEEK; MAINTAINS RESEARCH FACILITIES FOR THE STUDY OF DISEASE AND INJURIES; PROVIDES FACILITIES FOR TEACHING AND TRAINING VARIOUS MEDICAL PERSONNEL; FACILITATES THE ADVANCEMENT OF MEDICAL AND SURGICAL EDUCATION; AND PROVIDES VARIOUS COMMUNITY SERVICES SUCH AS SCREENINGS FOR THE DETECTION OF BREAST, COLORECTAL AND SKIN CANCER, CANCER SUPPORT GROUPS, A TOLL FREE NUMBER FOR CANCER INFORMATION, FREE IMMUNIZATION SHOTS, TRAINING PROGRAMS FOR THE CITY FIRE AND POLICE DEPARTMENTS, HEALTH EDUCATION CLASSES, SPEECHES AND REGULARLY PROVIDES HEALTH RELATED INFORMATION TO TELEVISION AND RADIO NEWS PROGRAMS AND TO REPORTERS AT NEWSPAPERS AND MAGAZINES. -------------------- PART VI, LINE 7 (STATE FILING OF COMMUNITY BENEFIT REPORT) N/A false true false false false false false true false DENNIS A BERMAN MD TRUSTEE 0 562201 0 40000 0 18292 0 0 0 7743 0 628236 0 0 DEBORAH A DRISCOLL MD TRUSTEE 0 629238 0 255000 0 23325 0 32593 0 1348 0 941504 0 0 KEVIN MAHONEY TRUSTEE 0 573731 0 283763 0 160947 0 115000 0 22543 0 1155984 0 123287 RALPH MULLER TRUSTEE 0 1438646 0 683862 0 326455 0 0 0 15273 0 2464236 0 0 BERT W O'MALLEY JR MD TRUSTEE 0 914484 0 359795 0 1770 0 32593 0 18914 0 1327556 0 0 MICHAEL J DUNCAN PRESIDENT & CEO 0 893962 0 0 0 0 0 5100 0 22270 0 921332 0 0 KEITH KASPER TREASURER 0 559232 0 269500 0 214973 0 112000 0 25626 0 1181331 0 114882 KENNETH E FLICKINGER ASST. TREASURER & CFO 0 483979 0 0 0 0 0 5100 0 23850 0 512929 0 0 KEVIN R O'BRIEN ESQ SECRETARY/SVP DEVELOPMENT 0 323117 0 0 0 0 0 22150 0 25276 0 370543 0 0 MICHAEL D BARBER COO 0 428233 0 0 0 0 0 5100 0 9833 0 443166 0 0 RICHARD DONZE DO SVP MEDICAL AFFAIRS 0 521340 0 0 0 0 0 5100 0 21350 0 547790 0 0 ANGELA R COLADONATO RN MSN NEA- SR VP NURSING 0 316277 0 0 0 0 0 4765 0 25972 0 347014 0 0 PAUL F HUBERTY MBA SRVP STRATEGIC PLANNING & MKTG 0 293817 0 0 0 0 0 4413 0 25476 0 323706 0 0 JAMES PATTERSON MD PHYSICIAN 555732 0 40000 0 17680 0 0 0 13798 0 627210 0 0 0 CALVIN LU MD PHYSICIAN 554777 0 40000 0 18281 0 0 0 13837 0 626895 0 0 0 MICHELE TEDESCHI-ZIMMERMAN MD PHYSICIAN 444150 0 32000 0 14180 0 0 0 11698 0 502028 0 0 0 MOLLY STUMACHER MD PHYSICIAN 406972 0 32000 0 14120 0 0 0 1292 0 454384 0 0 0 MAUREEN HEWITT MD PHYSICIAN 403732 0 32000 0 14178 0 0 0 13784 0 463694 0 0 0 TOP MANAGEMENT COMPENSATION- FORM 990, SCHEDULE J, PART I, LINE 3 AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ------------------------------ SUPP NONQUALIFIED RET. PLAN PARTICIPATION- FORM 990, SCHEDULE J, LINE 4B CERTAIN TRUSTEES, OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY/HEALTH SYSTEM SERP PLAN DURING THE YEAR: KASPER, KEITH- $114,882 MAHONEY, KEVIN- $123,287 MULLER, RALPH- $287,337 ------------------------------ PROVISION OF NON-FIXED PAYMENTS- FORM 990, SCHEDULE J, LINE 7 CHESTER COUNTY HOSPITAL PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON IS APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. SUPPLEMENTAL INFORMATION ON TAX EXEMPT BONDS FORM 990, SCHEDULE K CHESTER COUNTY HOSPITAL HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2014 BOND ISSUE FROM THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN: 23-1352685) ("UNIVERSITY"), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2014 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUSTANDING BALANCE FOR CHESTER COUNTY HOSPITAL WAS $50,000,000 AS OF JUNE 30, 2014. CHANGES TO GOVERNING DOCUMENTS- FORM 990, PART VI, SECTION A, LINE 4 THE CHESTER COUNTY HOSPITAL JOINED THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM EFFECTIVE SEPTEMBER 1, 2013. ------------------------------ FORM 990 REVIEW PROCESS- FORM 990, PART VI, SECTION B, LINE 11 INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED BY FINANCE STAFF AND PROVIDED TO PRICEWATERHOUSECOOPERS LLP FOR REVIEW AND RETURN PREPARATION. THE FINAL COPY OF THE 2013 FORM 990 WAS REVIEWED BY VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS BEFORE IT WAS FILED WITH THE IRS. A COPY OF THE 2013 FORM 990 WAS ALSO MADE AVAILABLE TO EACH BOARD MEMBER. ------------------------------ CONFLICT OF INTEREST POLICY- FORM 990, PART VI, SECTION A, LINE 12C THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). EACH COVERED PERSON* ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE UNIVERSITY AND SHALL UPDATE SUCH QUESTIONNAIRE PROMPTLY AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI ARE ENCOURAGED BUT NOT REQUIRED TO COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; (5) MEMBERS OF THE INVESTMENT BOARD; AND (5) KEY EMPLOYEES. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. ------------------------------ COMPENSATION PROCESS- FORM 990, PART VI, SECTION B, LINE 15 THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). COMPENSATION ARRANGEMENTS INVOLVING ANY OF OUR OFFICERS AND/OR KEY EMPLOYEES ARE ESTABLISHED BY THE UNIVERSITY PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR SECTION 4958 EXCESS BENEFIT TRANSACTION TAX PURPOSES (WHICH REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, USE OF APPROPRIATE COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS). ------------------------------ Documents AVAILABLE TO PUBLIC- FORM 990, PART VI, SECTION C, LINE 19 OUR FORMS 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. NOTE THAT SINCE THE ORGANIZATION HAS BEEN IN EXISTENCE SINCE 1892, IT WAS NOT REQUIRED TO FILE A FORM 1023 APPLICATION. INSTEAD, THE ORGANIZATION'S IRC SECTION 501(C)(3) TAX-EXEMPT STATUS WAS GRANDFATHERED BY THE IRS. ------------------------------ BALANCE SHEET- FORM 990, PART X CERTAIN PRIOR YEAR BALANCES HAVE BEEN RESTATED TO CONFORM TO THE CURRENT YEAR PRESENTATION. ------------------------------ DETAIL OF OTHER CHANGES IN NET ASSETS- FORM 990, PART XI, LINE 9 TRANSFERS TO ENDOWMENT FUND $ (1,500) TRANSFERS TO AFFILIATES (5,201,995) INTEREST IN ASSETS OF FOUNDATION (6,958,789) ------------ TOTAL OTHER CHANGES $(12,162,284) FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:OUTSIDE LAB TEST FEES TOTAL EXPENSES:1282429 PROGRAM SERVICES:1282429 MANAGEMENT AND GENERAL:FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:LEASES AND RENTALS TOTAL EXPENSES:4375140 PROGRAM SERVICES:4267712 MANAGEMENT AND GENERAL:68928 FUNDRAISING:38500 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:MEDICAL SUPPLIES TOTAL EXPENSES:24054581 PROGRAM SERVICES:23911237 MANAGEMENT AND GENERAL:143289 FUNDRAISING:55 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:OTHER TOTAL EXPENSES:777124 PROGRAM SERVICES:618310 MANAGEMENT AND GENERAL:109650 FUNDRAISING:49164 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:PURCHASED SERVICES TOTAL EXPENSES:8503218 PROGRAM SERVICES:8330827 MANAGEMENT AND GENERAL:166822 FUNDRAISING:5569 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:SERVICE CONTRACTS TOTAL EXPENSES:4301591 PROGRAM SERVICES:4280359 MANAGEMENT AND GENERAL:21073 FUNDRAISING:159 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:TRANSPORT FEES TOTAL EXPENSES:21671 PROGRAM SERVICES:21671 MANAGEMENT AND GENERAL:FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:VEHICLE EXPENSES TOTAL EXPENSES:24131 PROGRAM SERVICES:23733 MANAGEMENT AND GENERAL:398 FUNDRAISING: NEIGHBORHOOD HEALTH AGENCIES INC 795 E MARSHALL STREET WEST CHESTER PA 19380 232324782 NURSING PA 501(C)(3) 11, I CCH&HS false NEIGHBORHOOD VISITING NURSE ASSOCIATION 795 E MARSHALL STREET WEST CHESTER PA 19380 231352243 NURSING PA 501(C)(3) 7 CCH&HS false NEIGHBORHOOD LEAGUE HEALTH SERVICES 795 E MARSHALL STREET WEST CHESTER PA 19380 232324787 HEALTH SERV. PA 501(C)(3) 9 CCH&HS false ABRAMSON INSTITUTE 1086 PENLLYN BLUE BELL PIKE BLUE BELL PA 19422 232929823 MED RESEARCH PA 501(c)(3) 4 NA false CLINICAL CARE ASSOCIATES OF UPHS 250 KING OF PRUSSIA RD 4TH FL RADNOR PA 19087 232729852 HEALTHCARE PA 501(c)(3) 9 TRUSTEES false UNIVERSITY CLUB AT PENN INC 3611 WALNUT STREET PHILADELPHIA PA 19104 236299508 FAC. CLUB PA 501(c)(3) 11, A TRUSTEES false FRANKLIN SPECIALTY PHYSICIANS 3451 WALNUT STREET PHILADELPHIA PA 19104 232992715 SUPPORT ORG PA 501(c)(3) 11, B PA HOSPITAL false HALL MERCER HOSPITAL 1735 MARKET STREET PHILADELPHIA PA 19103 236002383 SUPPORT ORG PA 501(c)(3) 11, A NA false OAP INC 3451 WALNUT STREET ROOM 329 PHILADELPHIA PA 19104 231986931 SUPPORT ORG PA 501(c)(3) 11, A TRUSTEES false PENN CENTER FOR REHAB AND CARE 3609 CHESTNUT STREET PHILADELPHIA PA 19104 232422635 HEALTHCARE PA 501(c)(3) 3 PMC false PENN CLUB OF NEW YORK INC 30 WEST 44TH STREET NEW YORK NY 10036 232726687 CLUB NY 501(c)(7) N/A NA false PENN PRAXIS INC 210 SOUTH 34TH STREET PHILADELPHIA PA 19104 752974931 SUPPORT ORG PA 501(c)(3) 11, A TRUSTEES false PENN PRESS INC 3905 SPRUCE STREET PHILADELPHIA PA 19107 231876142 PUBLISHING PA 501(c)(3) 11, A TRUSTEES false PGH DEVELOPMENT CORP 426 CURIE BLVD PHILADELPHIA PA 19104 232351015 SUPPORT ORG PA 501(c)(3) 11, A NA false PHOENIXVILLE HOSPITAL OF UPHS 3001 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19104 232901089 SUPPORT ORG PA 501(c)(3) 11, B TRUSTEES false PRESBYTERIAN ANESTHESIOLOGY FOUNDATION 51 NORTH 39TH STREET PHILADELPHIA PA 19104 232561573 SUPPORT ORG PA 502(c)(3) 11, B PMC false PRESBYTERIAN MEDICAL CENTER OF UPHS 51 NORTH 39TH STREET PHILADELPHIA PA 19104 232810852 HEALTHCARE PA 501(c)(3) 3 TRUSTEES false PRESBYTERIAN MULTI-SPECIALTY GROUP 51 NORTH 39TH STREET PHILADELPHIA PA 19104 232723154 HEALTHCARE PA 501(c)(3) 3 PMC false PRESBYTERIAN PERSONAL CARE RESIDENCE 51 NORTH 39TH STREET PHILADELPHIA PA 19104 232294713 HEALTHCARE PA 501(c)(3) 3 PMC false SAY YES TO EDUCATION FOUNDATION 3451 WALNUT STREET ROOM 329 PHILADELPHIA PA 19104 222883885 EDU SUPPORT PA 501(c)(3) 11, C TRUSTEES false SS HUEBNER FOUNDATION FOR INSURANCE EDUC 3000 STEINBERG HALL PHILADELPHIA PA 19104 236297325 EDU SUPPORT PA 501(c)(3) 11, A NA false UNIVERSITY CITY ASSOCIATES INC 3451 WALNUT STREET ROOM 329 PHILADELPHIA PA 19104 233021159 SUPPORT ORG PA 501(c)(3) 11, A TRUSTEES false UPENN RETIREE BENEFITS TRUST 3451 WALNUT STREET ROOM 329 PHILADELPHIA PA 19104 232769744 BENEFITS PA 501(c)(3) 11, A TRUSTEES false WISSAHICKON HOSPICE OF UPHS 150 MONUMENT ROAD SUITE 300 BALA CYNWYD PA 19004 232152662 HOSPICE CARE PA 501(c)(3) 9 TRUSTEES false WOMEN'S AND CHILDREN'S HEALTH SERVICES 700 SPRUCE STREET PHILADELPHIA PA 19106 232248956 HEALTHCARE PA 501(c)(3) 3 PA HOSPITAL false THE ASC TRUST OF THE UNIV OF PA 1500 MARKET ST STE 3500E PHILADELPHIA PA 19102 810550464 SUPPORT ORG PA 501(c)(3) 11 (D) NA false TRUSTEES OF THE UNIVERSITY OF PENNSYLVAN 3451 WALNUT STREET ROOM 305 PHILADELPHIA PA 19104 231352685 EDUCATION PA 501(c)(3) 2 NA false UPENN INTERNATIONAL 3451 WALNUT STREET SUITE 731 PHILADELPHIA PA 19067 454985731 SUPPORT ORG PA 501(c)(3) 11, A TRUSTEES false PENNSYLVANIA HOSPITAL OF UPHS 800 SPRUCE STREET PHILADELPHIA PA 19107 311538725 HEALTHCARE PA 501(C)(3) 3 TRUSTEES false UPENN MASTER RETIREMENT TRUST 3451 WALNUT STREET ROOM 305 PHILADELPHIA PA 19106 043574136 RETIRE TRUST PA 501(A) N/A TRUSTEES false CHESTER COUNTY HOSPITAL AND HEALTH SYSEM 701 E MARSHALL STREET WEST CHESTER PA 19380 264233321 MGMT SERV. PA 501(C)(3) 11, I TRUSTEES false CHESTER COUNTY HOSPITAL FOUNDATION 701 E MARSHALL STREET WEST CHESTER PA 19380 232267407 SUPPORT PA 501(C)(3) 7 NA false NEIGHBRHD PRES & DEV FUND LP 240 NEW YORK DR STE 1 FORT WASHINGTON PA 19034 233037919 RENTAL PA UCA false FERNHILL PARTNERSHIP III LP 929 SOUTH HIGH STREET WEST CHESTER PA 19382 300409614 RENTAL PA THHS false FERN HILL LLC 929 SOUTH HIGH STREET WEST CHESTER PA 19382 233005147 RENTAL PA THHS false OAKLANDS WAY MEDICAL BUILDING ASSOCIATES 929 SOUTH HIGH STREET WEST CHESTER PA 19382 830490251 RENTAL PA THHS false TURK'S HEAD HEALTH SERVICES INC 701 E MARSHALL STREET WEST CHESTER PA 19380 232329753 MEDICAL SERVICES PA CCH&HS CORP false PROFESSIONAL PROVIDERS INC 701 E MARSHALL STREET WEST CHESTER PA 19380 233076589 PHYSICIAN SRVCS PA CCH&HS CORP false CHESTER COUNTY OBGYN ASSOCIATION 601 E MARSHALL STREET WEST CHESTER PA 19380 300736333 OB/GYN SERVICES PA CCH&HS CORP false CLINICAL HEALTH CARE ASSOC 250 KING OF PRUSSIA RD 4TH FL RADNOR PA 190875220 232865181 PHYS MGMT PA CCA CORP false DELANCEY CORPORATION 510 WALNUT STREET SUITE 420 PHILADELPHIA PA 19106 232060159 RENTAL PA PA HOSPITAL CORP false FRANKLIN CASUALTY INSURANCE CO PO BOX 350 BURLINGTON VT 054020530 043378984 INSURANCE VT TRUSTEES CORP false PENN TOWER HOTEL INC 3401 WALNUT STREET SUITE 440A PHILADELPHIA PA 19104 232812573 HOTEL/RESTAURANT PA TRUSTEES CORP false PRESBYTERIAN MEDICAL SERVICE 39TH AND MARKET STREET PHILADELPHIA PA 19104 232307991 HEALTHCARE PA PMC CORP false QUAKER INSURANCE COMPANY LTD 3451 WALNUT ST ROOM 329 PHILADELPHIA PA 19104 300708282 SELF-INSURANCe BD TRUSTEES CORP false PENN WHARTON CONSULTING (BEIJING) CO LTD CHINA WORLD TOWER 1 14F CHAOYANG DISTRICT BEIJING CH 100004 EDUCATION CH UPENN INT'L WOFE false false false false false true false false false false false false false true false true true true true false